William Blair & Company’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-77,446
| Closed | -$841K | – | 1750 |
|
|
2020
Q1 | $841K | Buy |
77,446
+3,455
| +5% | +$37.5K | 0.01% | 719 |
|
|
2019
Q4 | $1.16M | Buy |
73,991
+1,836
| +3% | +$28.9K | 0.01% | 737 |
|
|
2019
Q3 | $1.02M | Buy |
72,155
+1,425
| +2% | +$20.1K | 0.01% | 742 |
|
|
2019
Q2 | $878K | Buy |
70,730
+700
| +1% | +$8.69K | 0.01% | 796 |
|
|
2019
Q1 | $986K | Buy |
70,030
+4,000
| +6% | +$56.3K | 0.01% | 735 |
|
|
2018
Q4 | $782K | Sell |
66,030
-5,850
| -8% | -$69.3K | 0.01% | 765 |
|
|
2018
Q3 | $1.12M | Sell |
71,880
-4,725
| -6% | -$73.9K | 0.01% | 704 |
|
|
2018
Q2 | $1.18M | Sell |
76,605
-1,600
| -2% | -$24.6K | 0.01% | 672 |
|
|
2018
Q1 | $1.05M | Sell |
78,205
-2,525
| -3% | -$33.9K | 0.01% | 706 |
|
|
2017
Q4 | $1.2M | Buy |
80,730
+7,060
| +10% | +$105K | 0.01% | 699 |
|
|
2017
Q3 | $1.15M | Buy |
73,670
+1,485
| +2% | +$23.1K | 0.01% | 690 |
|
|
2017
Q2 | $1.23M | Buy |
72,185
+1,930
| +3% | +$32.9K | 0.01% | 690 |
|
|
2017
Q1 | $1.04M | Buy |
70,255
+4,280
| +6% | +$63.5K | 0.01% | 689 |
|
|
2016
Q4 | $993K | Buy |
+65,975
| New | +$993K | 0.01% | 652 |
|